Florham ParkWealth Advisors

Our Ongoing Relationship

Communication | We believe that your understanding of the investment strategies we design for you as well as the ongoing performance of your plan is essential for maintaining the relationship of trust and commitment required to help maximize success and achieve your future goals. We meet with all our clients as least annually, or as needed, and communicate regularly. In addition, our responsiveness to clients is unparalleled.

Through this formula founded upon trust, commitment, and personal relationships, and reinforced with investment expertise and industry-leading resources, we will build your wealth through an approach that matches your lifestyle and strives to meet your life goals.

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products Are:

Not Insured by the FDIC or any Federal Government Agency

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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